At a Glance
- Tasks: Support client lifecycle tasks and assist with front-office operations in a dynamic team.
- Company: Join Rathbones, a leading wealth management firm with a strong local presence.
- Benefits: Enjoy a hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Gain valuable skills in client communication and regulatory awareness in a supportive environment.
- Why this job: Kickstart your career in wealth management while making a real difference for clients.
- Qualifications: No prior experience needed; just bring your enthusiasm and willingness to learn.
The predicted salary is between 25000 - 32000 £ per year.
Rathbones is recruiting a Client Service Administrator in Exeter.
This entry-level role supports client lifecycle tasks and provides front-office assistance within a local team run by a central group.
The position involves data-heavy administration, client communications, and meeting preparation.
You will work in a hybrid pattern, supporting onboarding, transfers, account updates, and documentation, while developing regulatory awareness and product knowledge within wealth management.
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Wealth Client Services Specialist (Hybrid) in Exeter employer: Rathbone Brothers
Rathbone Brothers is an excellent employer, offering a dynamic work environment that fosters innovation and collaboration. With a strong commitment to employee development, you will have access to continuous learning opportunities and the chance to work on impactful projects within the SAP SuccessFactors suite. Located in a vibrant area, our hybrid work model promotes a healthy work-life balance, making it an ideal place for professionals seeking meaningful and rewarding employment.
